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Are you ready to unify and inspire your team, showing off all their hard work on that big TV in your office? Well, that day has come, as we are excited to announce Follow Up Boss’s new Realtime Leaderboard!

Now you and your team can measure and track performance and unleash that competitive spirit. Leaderboard is available to anyone who has the Calling feature.

Overview

Scoring

The leaderboard point system is weighted as follow:

  • Appointments: 500 pt
  • Conversations: 100 pt
  • Dials Attempted: 10 pt
  • Texts Sent: 2 pt
  • Emails Sent: 1 pt

Accessing Leaderboard & Setup Options

Leaderboard is located under Reporting > Leaderboard:

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Choosing Your Team:

 Platform customers can select to view "Everyone" or dial into a particular Team using the dropdown. You can also select an individual agent to just see their scores as well.

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Filter Who Is Displayed On The Leaderboard

 

You can now filter out who is displayed on the leaderboard by selecting the Hide team member button.

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Selecting a Timeframe:

Choose a preset time frame using the dropdown menu:

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Or, select a custom range by clicking Custom Dates:

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FAQs

What counts as a conversation?
We count conversations as any phone call lasting over 2 minutes.

Do you track appointments created outside of Follow Up Boss?

No, Appointments created from outside of FUB are not currently tracked in the leaderboard. We are currently looking to enable this ability in the leaderboard in the near future.

Are inbound calls answered counted on the Leaderboard? 

No, not at this time but it is something we are considering.

Are inbound Call Conversations counted on the Leaderboard?

No, not at this time but it is something we are considering on the leaderboard for both answered and for conversation metrics including calls being transferred.

Do you count batch emails sent by the agent?

Yes, do currently count mass emails being sent. Although, this is something we are looking into changing.

How do I show this on my TV in the office?

Display on any TV that has built-in casting, Apple TV, Roku, etc. You can set up Leaderboard to display in full-screen mode by clicking the button at the upper-right of the screen:

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